Due to the COVID-19 pandemic the Jane Goodall Institute USA office is closed. We are more committed than ever to fulfilling our mission and advancing Dr. Goodall’s vision while our staff works remotely.
Our work continues with the generosity of our supporters and the whole JGI family. We are so grateful for your continued support.

Gift & Estate Planning: Charitable Remainder Trusts

Charitable Remainder Trust
September 2, 2019 Shawn Sweeney

A Charitable Remainder Trust is an excellent way to make a significant charitable gift to the Jane Goodall Institute while first accomplishing other important financial objectives.

A Charitable Remainder Trust is an excellent way to make a significant charitable gift to the Jane Goodall Institute while first accomplishing other important financial objectives.

A Charitable Remainder Trust is an arrangement where you make a gift to a special charitable trust, and you and/or loved ones will receive income for life, or, if you prefer, a specific period of time. When the trust ends, whatever is left (“remainder”) goes to the charity you’ve chosen.

CRTs can be funded with appreciated stock, real estate or other assets avoid or defer capital gains taxes when they are sold. You will receive a partial income tax deduction. There are many kinds of CRTs that can be customized to meet your needs. They can provide fixed income from the start, or can rise and fall as the value of the trust rises or falls. They can also be set up to provide little or no income right away, but much more income later on.

0 Comments

Leave a reply

Your email address will not be published. Required fields are marked *

*